Paula Deitering
Paula Deitering is a registered investment advisor at Prairie Wealth Advisors, INC., based in Omaha, NE, with 26 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 388 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prairie Wealth Advisors offers two investment management services with fees based on a percentage of your portfolio's value.
Comprehensive Portfolio Management:
- First $500,000: 1.75% per year
- $500,001 to $1,000,000: 1.50% per year
- $1,000,001 to $3,000,000: 1.25% per year
- Over $3,000,000: Negotiable
Asset Management:
- First $500,000: 1.50% per year
- $500,001 to $1,000,000: 1.25% per year
- $1,000,001 to $3,000,000: 1.00% per year
- Over $3,000,000: Negotiable
These fees are billed quarterly, in advance, based on the value of your account on the last day of the previous quarter.
Location
10250 Regency Circle, Suite 115, Omaha, NE, 68114
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2014Employment Separation After Allegations
January 2014Regulatory
September 2013Criminal
September 2003Other Business Activities
Paula owns ILS, LLC, an entity used for tax purposes, requiring minimal time. She also serves as a board member for the Bellevue Senior Center Endowment Fund, dedicating minimal time per month to board meetings, volunteering, fund management, and budget recommendations.
Employment History
Current Registrations
Prairie Wealth Advisors, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.